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Ross is a Partner and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments with comprehensive, goals-based wealth planning.
He joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a senior vice president and senior trust officer in Palm Beach. Prior to joining U.S. Trust in 2007, he oversaw fiduciary and investment administration at the Palm Beach office of Brown Brothers Harriman & Co.
Ross has a B.S. degree in Business Management from the City University of New York. He holds the Certified Financial Planner and Certified Trust and Fiduciary Advisor designations. He is also a member of the East Coast Estate Planning Council Council and Palm Beach County Estate Planning Council.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
